United States, Institutional
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Article
9 min
Finding climate investment opportunities amid shifting US policy
We delve into the evolving landscape for climate investments in the US and explain areas of overlap between government policy, corporate commercial interests, and climate focus.
9 min
Article
2026-09-25
Article
6 min
Growth vs stability: do infrastructure investors really have to pick a side?
There’s a buzz around infrastructure at the moment. But do listed infrastructure investors really have to invest in cyclical businesses in order to benefit from structural tailwinds? Tom Levering and Joy Perry explore another way.
6 min
Article
2026-10-31
Article
7 min
Power play: Building the case for infrastructure in 2025
The long-term case for listed infrastructure remains compelling. But could near-term catalysts, such as nuclear and natural gas, also drive performance in the short term?
By
7 min
Article
2026-02-28
Article
7 min
Wiring the future: Emerging tech for the transmission-grid build-out
Learn how our climate technology investment team is researching private market opportunities in high-capacity conductors and other energy grid-tech innovations.
7 min
Article
2026-02-28
Article
10 min
Navigating AI resource demands: Strategies for sustainable data center operations
AI's growing computational demands are raising critical questions about energy efficiency and water-resource management. We delve into strategies for enhancing sustainable data center operations, highlighting the importance of proactive resource stewardship.
10 min
Article
2025-10-31
Article
2 min
What’s next after Iran’s missile attack on Israel?
Geopolitical Strategist Thomas Mucha shares his analysis of the latest escalation in the Middle East conflict, including his thoughts on a wider regional war and the market implications.
By
2 min
Article
2025-10-02
Article
8 min
Commodities: Entering a scarcity-pricing regime
Is copper the oil of the energy transition? Here, we provide a view of this important commodity’s future, captured in four charts.
By
8 min
Article
2025-06-30
Article
11 min
Thematic investing focus: evolving the current generation of energy
The energy transition is taking place amid a greater focus on energy security and affordability. What could this mean for the role of traditional energy companies, ask Keith White Daouii Abouchere and Megan Galligan.
11 min
Article
2025-04-30
Article
11 min
Thematic investing focus: advancing the next generation of energy
The decarbonisation process represents the biggest capital cycle in our lifetime. As we develop the next generation of energy, Keith White, Daouii Abouchere and Megan Galligan examine how thematic investors can make the most of this structural opportunity.
11 min
Article
2025-04-30
Article
Look past the cycle: The surprising total return potential of natural resources and commodities
Portfolio manager Nick Petrucelli explains the cyclical, structural, and macro tailwinds behind this opportunity.
Article
2024-12-11
Article
Wind at their backs: What the IRA means for clean energy industries
Members of our energy and utilities teams break down the range of impacts of the US Inflation Reduction Act on companies in their sectors.
Article
2023-09-30
Quick Take
Macro Strategist Juhi Dhawan sees Germany continuing to embrace the transition to renewables while also working to diversify its sources of fossil fuels.
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Quick Take
2022-12-30
Article
US Macro Strategist Juhi Dhawan considers the economic implications of the climate- and energy-related spending provisions in the IRA, including the potential for higher productivity.
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Article
2023-09-30
Article
Learn about Wellington's groundbreaking renewable energy initiative, projected to match 100% of our US corporate and US employees’ home electricity usage with wind energy.
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Article
2023-08-31
Quick Take
Geopolitical Strategist Thomas Mucha provides his latest insights on the Russia/Ukraine conflict, particularly with regard to its significant and potentially enduring impact on US/EU relations.
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By
Quick Take
2022-08-30
Quick Take
From devastating floods in Australia — tragically, in many of the same areas hit by fires in recent years — to wildfires in Europe and the US, widespread disasters bring into stark reality the consequences today of a changing climate. The human toll of these events has become an unfortunate yet familiar part of the news cycle, but the second-order impacts of climate change on financial markets are sometimes less well understood. Many traditional approaches to climate investing have rightly focused on these risks, but we believe both their approach and their scope are often incomplete and lacking nuance, thereby creating inefficiencies in the climate-investing landscape.
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Quick Take
2023-04-30
Article
As the tragedy in Ukraine unfolds, Macro Strategist John Butler assesses possible implications of the conflict for Europe and the euro area. He outlines four potential paths.
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By
Article
2023-03-31
Quick Take
Inflation is quickly becoming top of mind for many as everything from ice cream to cars gets more expensive. Investors are beginning to recognize that we’re experiencing the highest inflation levels in 40 years. In our view, we may be entering a market that could be quite favorable for inflation-hedging assets broadly and commodities, in particular. Critically, this environment is coming on the heels of a decade or more of institutions deallocating from inflation-sensitive areas.
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By
Quick Take
2022-08-31
Article
The low-carbon transition could be the biggest capital cycle of our lifetime, fueled by massive spending and extensive infrastructure development. We break down the investment implications.
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Article
2022-12-31
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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2023-01-27
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